Princeton Alpha Management’s Iron Mountain IRM Stock Holding History

Princeton Alpha Management’s Portfolio IRM Stock Details IRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-33,821	Closed	-$1.35M	–	838
2016 Q2	$1.35M	Buy	+33,821	New	+$1.23M	0.24%	106
2015 Q3	–	Sell	-13,367	Closed	-$414K	–	809
2015 Q2	$414K	Buy	13,367 +2,396	+22%	+$83.9K	0.08%	358
2015 Q1	$400K	Buy	+10,971	New	+$424K	0.09%	332
2014 Q3	–	Sell	-21,580	Closed	-$707K	–	742
2014 Q2	$707K	Buy	21,580 +7,041	+48%	+$191K	0.15%	214
2014 Q1	$370K	Buy	+14,539	New	+$372K	0.12%	276

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Princeton Alpha Management's IRM Position: Q3 2016 in Review

Princeton Alpha Management sold out of Iron Mountain (IRM) in Q3 2016, closing a stake of 33,821 shares — an estimated $1.35M sold.

Princeton Alpha Management first reported a position in IRM in Q1 2014 and held it in 5 quarters. The position peaked at $1.35M in Q2 2016. 381 funds tracked by Wall St. Rank hold IRM as of Q3 2016.

Princeton Alpha Management reported no remaining Iron Mountain position as of Q3 2016 after selling out during the quarter.
Princeton Alpha Management sold 33,821 Iron Mountain shares in Q3 2016, an estimated $1.35M.
Princeton Alpha Management first reported a position in Iron Mountain in Q1 2014 and held it in 5 quarters.
Princeton Alpha Management's Iron Mountain position peaked at $1.35M in Q2 2016.
381 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2016.

Based on Princeton Alpha Management's 13F filing for Q3 2016, filed 10 Nov 2016.